SK海力士ADR股价上涨15%,报175.280美元/股,总市值报1.28万亿美元。消息面上,顶级研究机构SemiAnalysis发布报告《在他人恐惧时保持贪婪(Be Greedy When Others Are Fearful):SK海力士的DRAM定价与盈利依旧强劲》指出,SK海力士2026年第二季度及未来的DRAM盈利将保持强劲。该行预计DRAM综合平均售价(ASP)环比将大幅增长约45%(注:KIS下调至28.9%);DRAM营业利润预计将达约55万亿韩元(注:这一数字高于许多市场共识)。
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